Our Services
Products & Services
At Robert Whelan Financial Service , I provide assistance in the following areas:
Financial Services
Wealth Distribution Strategies
Wealth Transfer Strategies
Tax Planning
Retirement Planning
Estate Planning
Charitable Planning
Early Retirement Strategies
Trust Plannig
Education Planning
Employee Stock Option Strategies
529 Plans*
Business Planning
Business Continuity Strategies
Buy-Sell Funding
Pension Plans*
401k Plans*
Disability Buy-Out Protection
Deferred Compensation Plans
Key Man Protection
Employee Stock Ownership Plans (ESOP)
Investments*
Stocks
Bonds
Managed Accounts
Brokerage Accounts
Mutual Funds
Fixed Income
Variable
REITS-Real Estate Investment
Trusts
Insurance
Term Life
Universal Life
Whole Life
Variable Life*
Fixed Annuities
Second-to-Die Life
Long Term Care
Keyperson Insurance
Disability Income Protection
Bookkeeping Services
General Bookkeeping Services for all types of Business and Entity's
General Bookkeeping
Record Journals
Post General Ledger and Other Ledgers
Reconcile Bank Statements
Post Earning Records
Prepare Quarterly and Annnual Payroll Tax Returns
Total Payroll Services, Preperation and Production of Payroll Checks
Preparation of Sales Tax Returns (MO or any other State)
Preparation of Monthly 941 FTD
Preparation of Annual Reports (W2 , 1099, 943 and 940)
Payroll Assistance
QuickBooks Professional Assistance
Professional Financial Services
Compiled Financial Statements
Balance Sheets
Statements of Income & Ret. Earnings
Statements of Cash Flow
Supplementary Information
Review of Financial Statements
Balance Sheets
Statements of Income & Ret. Earnigs
Statements of Cash Flow
Supplementary Information
Other Professional Services
Tax Planning and/or Consultation
Management Consultations
Set up or Revise Accounting Systems
Accounting Assistance
Prospective Financial Statements
Personal Financial Statements for Owner/Employee
Personal Financial Planning
Tax Preparation
Individual
Corporation
Partnership
Fiduciary
Trusts
990's Non Profit
Estate Tax Returns
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